Your First Case — Step-by-Step Walkthrough

This guide walks you through creating your first case and generating your first protocol from start to finish.

Step 1: Open a New Case

From your dashboard, click New Case.

Step 2: Complete the Case Intake

Fill in the following fields:

• Patient identifier — a reference name or ID (no personal identifiable information required)

• Primary complaint — the main reason for the consultation

• Symptoms — enter individually for best results; PraxPilot will group them into clinical clusters

• Lab markers — add any available lab results

• Clinical notes — any additional context, history, or practitioner observations

• Age and sex — used to inform protocol reasoning

You can also import consultation notes by uploading a transcript or document. PraxPilot will extract the relevant information automatically.

Step 3: Generate the Protocol

Once intake is complete, click Generate Protocol. PraxPilot will analyze the case and return a structured 3-phase protocol draft within seconds.

Step 4: Review the Protocol

Read through each phase. Check that the supplement suggestions, dosing, and diet and lifestyle guidance align with your clinical approach. Edit anything that needs adjusting.

Step 5: Finalize

When you are satisfied, click Finalize. The protocol is now locked and ready for export.

Step 6: Export

Export as a PDF for patient delivery.

Tip: Even if the first protocol is not perfect, finalize it after editing. Finalized protocols train the system to learn your preferences faster.